Reddit Posts
$DSX = Shipping baby, gonna go up!!! Houthis Gettin Nasty. Especially now that Israel Bombed @ their great fallen Soulemani's grave.
$DAC - Analysis and DD - A 2023 Deep Value Play
Shipping firms cruise towards another record year of revenue growth in 2022. Freights rate will continue to be the growth engine in 2023
The bear case for less than one P/E industrials is dumber than a pants on head retard
Buy Signal - Why Shipping Stocks Declined 5% - 8% today: $ZIM $GOGL $DAC $SBLK
ZIM AND DAC TWO MONEY PRINTING BROTHERS
looking at the valuation and growth of Danaos stock (DAC)
Is the shipping sector out of favor with the stock market?
Why are shipping stocks so down so much lately?
40% of my account DAC YOLO. 40% else market making in UWMC and 20% CRSR.
$ZIM - Pirates of the Zimmabean: Dead Mans DD 🏴☠️
Baltic Dry Index falls for 8 consecutive days, what's the outlook of freights and shipping in the near future?
Short Term and Long term Play for Container Shipping Industry
Containership Rates Still Surging: Update & Picks
Your experience and history with LEAPS 1 or 2 years out?
DAC - Danaos, Shipping in a Reopening ?!
Which one of you retards drives seaborne vessels for a living
Have you seen DAC? The shipping container company recently? The stock is going sky high like Peter Pan's ship! It is a must
Mentions
People panic when they see their all their gains of $160,000 wipe out on a market downturn. Sometimes they sell to keep the original principle amount they started investing with, so they have no overall losses. Example: Invest $200,000 a couple of years ago, then stock gains push investment total up to $360,000, for a $160,000 gain. But then market turns and they finnally get out at original $200,000 value. Nothing gained or loss for their own thinking. A better strategy would be to always keep a 5% auto stop-loss sell on your gains and capture you profit on a sudden reversal. Same example as above but at $360,000, set a rolling auto stop-loss at 5%. Auto sto- loss sells at -5%, and sell on the $18,000 drop, but still have $342,000 and keep $142,000 gain. Don't ride the stock market all the way down to your original investment. Other people totally ignore the ups and downs of stock markrt and invest the same amount every month for 30 years for DAC, dollar cost averaging, investing. If the market drops, then the stocks are cheaper to buy in their thinking.
Exactly. I got some GOOGL and MSFT. I knew that they are solid companies, but I still hesitate to DAC into these. And thus I only DCA into the broad market ETFs. I don't know too much about the stocks that OP own, but DCA into them can be much riskier than DCA into QQQ / VOO.
I bought BAC stock for $6 a share in 2011…..the point is if you buy the companies fundamentals (learn to read and digest earnings reports) and believe in the thesis of they are a good company with good direction you’ll be solid in the long term. If you believe in MSFT, you would be insane to not be DAC’ing in right now.
Calls on BA, Puts on DAC
Bought some DAC (shipping) earlier this year, but perhaps I should've gone for MATX or ZIM instead. 🤔
$RGTI #qubits #research A year ago I made a post hyping Rigetti Computing (RGTI) as a pure-play in quantum computing—building actual hardware, offering cloud access via Novera, and targeting real applications like drug discovery, finance optimization, logistics, and AI acceleration. The core thesis (qubits > bits, superposition enabling exponential speedups for certain problems) still holds, but holy shit, a lot has happened since then. Quick recap of what Rigetti does: • Builds superconducting quantum processors with a chiplet-based architecture for easier scaling. • Runs a cloud platform (Novera) so companies/researchers can rent time on real quantum hardware without building their own. • Focuses on commercial accessibility—unlike some big-tech players that keep everything in-house. Where things stand now (early 2026): • Recent wins: $8.4M order from India’s C-DAC for a 108-qubit system (delivery H2 2026). Follows 2025 MOU for hybrid quantum-classical work. • Roadmap progress: Targeting 150+ qubit system with ~99.7% two-qubit gate fidelity by end-2026, and 1,000+ qubit with ~99.8% fidelity by end-2027. Already achieved 99.5% fidelity on 36-qubit multi-chip system (Cepheus-1-36Q). • Commercial traction: ~$5.7M in orders for two 9-qubit Novera systems (deliveries H1 2026), plus government contracts (e.g., $5.8M AFRL for quantum networking). • Financial snapshot: Q3 2025 revenue modest (~$1.9M), but ~$600M cash runway supports 2026 execution. Stock’s been a rollercoaster—spiked hard in parts of 2025 (peaked ~$56), down ~27% YTD 2026 (trading ~$15–16 range lately). Analysts mixed: some see undervaluation (targets up to $50+), others highlight execution risks in a still-early field. Quantum is still pre-commercial in a big way—years from broad profitability—but progress is accelerating across the board. Rigetti remains one of the few companies actually delivering hardware and orders, and their focus on accessibility gives them a unique edge. Curious what y’all think now—has your view on RGTI or the quantum sector shifted since a few years ago? Anyone tracking the recent orders/roadmap closely? (As always, NFA—just my thoughts. DYOR.)
The reason that fiber optics have an advantage over copper isn't energy efficiency, it's speed, size, distance, and interference. Copper cables that are high speed have to be very short (like a meter or two max) and heavily shielded to reduce interference (thus much thicker) to get comparable speeds to fiber. Google what a DAC cable is. Fiber can be much faster, and also easily transmit data hundreds of meters without issue. Fiber cabling is also significantly thinner, which makes it easier to run cabling when a standard datacenter has around 100,00/ servers. To be fair, there might actually be an energy usage reduction with fiber cabling, but it's nowhere near the reason that it's used.
What’s your DAC for HIMS?
$rgti Rigetti Computing Wins C-DAC Contract for 108-Qubit Quantum System [https://www.tipranks.com/news/company-announcements/rigetti-wins-c-dac-contract-for-108-qubit-quantum-system](https://www.tipranks.com/news/company-announcements/rigetti-wins-c-dac-contract-for-108-qubit-quantum-system)
I have multiple stereos and keep a couple 6S’s around for a streamer. You could spend thousands to get a worse DAC than any iPhone with a headphone jack. Mostly as a backup or extra since I’m using WiFi streaming now but yup, you can use em like the iPods they started life as.
DAC every market morn with automacic buys. I buy more when the market double digit overreacts. I watch my long-term stocks like I would a great TV series, expecting and ultimately depending on the arcs. Short-term stocks, I'm more strategic and thus probably guilty of getting too emotionally involved. As long as I'm balanced, I usually stay out of trouble.
Bunch of shitcos reporting today. Puts on TCOM and DAC.
Do you define end-to-end networking as DAC NICs? Cause I don’t see mention of CSCO/HPE (since they bought Juniper this year).
While I don't think it helps, I think what you see on reddit really only reflects a small minority of investors. Most are just DAC into broad funds. And anecdotal to what you see on reddit, I see a lot of these folks that are gambling get slapped pretty quickly by the market, especially when options are involved without reasoning.
Depends >Rigetti Computing, a US-based quantum computing company, and India's Centre for Development of Advanced Computing (C-DAC). They signed a Memorandum of Understanding (MOU) in early September 2025 to explore the co-development of hybrid quantum computing systems. Factoring in potential national pride India is the most populous country in 2025 with over 1.46 billion people. India has about 795,000 millionaires as of 2025.
KSS is my current favorite deep value play. Retail is cyclical and Kohls has gotten massacred. Even after this most recent run up it’s still only valued at .4x BV and book value is very real and based on a massive real estate portfolio. Do I hope the business itself reverses course and does a turn around? Heck yes, will lead to phenomenal returns but even in a managed decline it has a massive ability to run. Other personal faves are SLV options, SD, DAC and 30 year treasuries(they’ll print amazing returns in event of rate cuts but also give a near 5% tax advantaged payout while you wait)
I can see why you are downvoted. First of all, people you described (not knowing the 401k website or phone#) does not buy Crapcoin or meme stocks. And then, it is possible to amassed millions in 401k without leverage or active trading. DAC+buy and hold on Mag7 could have done it in 20-30 years.
I am getting old. I use a phone as a last resort if I am on the go. I like big 32" 4k monitors and a mechanical keyboard for writing and research and trading etc. For media, I like a good sound system or even run my headphones through a DAC and amp.
buy calls at open, proceed to "DAC" all the way down
If we do, we do. No worries. Buy, hold, DAC. Ride the waves and chill. All good.
Always viewed OXY as needing a Democratic administration or one that favors carbon neutrality/credits to pop on their DAC endeavors when they finally scale up.
Yo I’ve been down that rabbit hole too — bots, copy trading, all the prebuilt stuff like DAC, grid strategies, you name it. Sounds good in theory, but once you’re in the trenches with real money? Whole different game, especially in volatile markets. I actually tested a grid bot with around £5K a while back — had some calm gains early on, but once the market flipped? It started DCA’ing into losses like it was trying to dig its own grave 😅. Pulled out before it got ugly, and that move alone made me *so* glad I’ve got an investment manager handling my main crypto portfolio now. At least I know someone’s actually thinking, not just running on autopilot. With your $3K, I’d say split it smart. Maybe park a good chunk into solid plays like BTC, ETH, or even ETFs if you’re playing the long game — then test these auto-strategies with a smaller slice, like $500 tops. Treat it like a learning expense, not your main vehicle. Copy trading platforms? I haven’t found one that’s both consistent and safe for futures. Binance had potential, but most traders there are just chasing a lucky streak — barely anyone managing real risk, let alone long-term growth. So is it “worth it”? Depends. If you treat it like an experiment and keep your expectations realistic — sure. But if you’re hoping for hands-off, stable returns? I'd steer toward things with more structure and a human behind the wheel. You thinking of running the bots solo, or are you hoping to find a platform that kinda “manages” it for you?
I think its designed so that the NAV will erode but you'll earn monthly distribution.. I think the play is to buy it during dips or at demand zones/support and ride it out the yield until it hits your invalidation or breakeven.. then sell but I can see how people would rather be in the market and DAC in to earn a monthly income. I guess it's either you rather take a hit on NAV eroding and getting monthly distributions or try to time/swing. Seems like holding yield max long term will make it breakeven unless it goes up or ranges. Looking at TSLY.. if MSTY follows suit, IDK if it's even worth it to hold long-term since nav erosion, reverse split, and decreased distribution.
Rheinmetall. Truce in Ukraine is still far off and actual peace is still a pipe dream at this point People said that a month ago that the run was over already and it's like 25% up from that still. And global stability is not great to aay the least. And the EU can't bet on US security in the foreseeable future. I don't think Eurodef is over. And Rheinmetall will be a part of re-armament of Europe one way or the other. Of course: Noone can predict shit. Especially in this casino vibe-trading market. But Rheinmetall is where I'm at. Also for true degens there is a small cap Danish stock called DAC (Danish Aerospace Company) . It had swings of 75% range with pretty high volume not too long ago. It's seemingly all meme but it's loq enough again now that it can bubble if the market decides to do so again. Pure casino tho.
RVSN 🚀🚀🚀 Just got an email back from Knorr IR confirming the partnership for the DAC thats set to be implemented in 17000 trains (not all to Knorr) in Europe. Not announced officially yet. Will probably explode when the PR drops. Pretty sure she accidentally revealed it to me. Made a post here talking about it. You can go through my posts for my other DDs on RVSN [https://www.reddit.com/r/RVSN/comments/1kf83tl/great\_news\_everyone\_knorr\_have\_confirmed\_rvsn/](https://www.reddit.com/r/RVSN/comments/1kf83tl/great_news_everyone_knorr_have_confirmed_rvsn/)
If RVSN ends up locking in something real with Knorr, especially with the whole EU DAC rollout, this thing could seriously take off
Blue and green hydrogen are long shots still. We produce a ton of hydrogen globally for industrial processes, and for cheap, but its all from carbon-intensive sources. Green hydrogen is still too expensive, and there are only a few relatively small operational projects. Many many GW of projects have been announced, but no telling if they will ever be built Blue hydrogen is more economically viable, but again there aren't many operational projects. The big question mark on those is that they require carbon capture and storage (that's what makes them "blue"). And that's still a relatively nascent sector too. Oil and gas does a lot of CO2 flooding as an enhanced recovery technique, but CCS for its own sake is much newer. In the U.S., operators need to get Class VI permits for their injection wells, which have been really hard to get. Oxy and its subsidiary 1PointFive did just get three Class VI permits for their direct air capture project STRATOS last week, and that project is supposed to start operations late this year. The big H2Hubs program for the DOE is probably dead on arrival, as that funding fell under mango's pause and *probably* won't survive. Same goes for a lot of other hydrogen and CCS projects in the U.S. They need federal cost sharing (and 45V tax credits for hydrogen) to be viable, and all of that is currently up in the air. So, short version is, its still a nascent industry, and large portions of it will likely end up being vaporware. I believe it will be developed and a functional industry eventually, but it will take longer than previously expected, and many of the current crop of companies involved won't survive the growth stages, unless like Oxy with DAC, they have other sources of revenue.
For the nerds - what is that device under the phone? A charger? A DAC? Both? Huh?
short term doomer, long term bull. boutta go full afk from this shit market and let my auto contribution DAC until i retire.
I think the question is whether the 10 “best” days result in a new high. If your stocks drop 10% in a few weeks but then rise 6%, you didn’t make a net 6% on the money you left in the market, you are still down 4.6% of the original. The “best” day didn’t make you more money. This is where the argument on exiting and re-entering the market is overcomplicated by the people who advocate set it and forget it. The only thing that matters is sell high and buy low. As long as you sell your holdings higher than what you buy back in, it doesn’t matter what the market did in between. Of course, this applies only to money you have a gain on. DAC is still the way to put money in the market, new or otherwise.
[I'm out here in the streets in the states protesting for you](https://drive.google.com/file/d/1s_U_zjOoKxnZl2iN6GV-42JM59DAC8Ca/view)
[I'm out here in the streets in the states protesting for you](https://drive.google.com/file/d/1s_U_zjOoKxnZl2iN6GV-42JM59DAC8Ca/view)
I have lived in scandinavia for 25 years and I am very bullish on Danish AeroSpace Company (DAC) and GomSpace Group (GOM).
ASTOR , Saab b , EMART, DAC, FGAp, all EU defence company's looking good for the next 4 years
ASTOR , Saab b , EMART, DAC, FGAp,
ASTOR , Saab b , EMART, DAC, FGAp, SARS. All euro defense company's
ASTOR , Saab b , EMART, DAC, FGAp, SARS. Just to name a few
DD on **Analysis of Defense Appropriations Committee, Trump Administration, and Palantir** Conclusion first - "On balance, these developments are likely favorable for PLTR in the short term, especially if Congress approves increased funding for AI-driven defense initiatives starting this fiscal year. Holding your shares appears prudent given these dynamics." Analysis - 1. Relations Between the Defense Appropriations Committee and Trump-Aligned Members The Defense Appropriations Committee (DAC) is now heavily influenced by Republican leadership under President Trump. Key figures like Senate Appropriations Chair Mitch McConnell and Senate Armed Services Chair Roger Wicker have aligned with Trump’s defense priorities, advocating for increased military spending and modernization efforts to counter threats from China and Russia. However, internal GOP divisions exist between fiscal hawks (e.g., Sen. Rand Paul) and defense hawks, which could complicate budget negotiations149. Trump's sway over the DAC is significant due to his ability to appoint loyalists to leadership roles. For example, his administration has pushed for defense spending increases while simultaneously seeking "offsets" through cuts in other areas of the Pentagon's budget49. This reflects Trump's broader strategy of consolidating control over defense policy. 2. Relations Between Alex Karp, Shyam Sankar, and the Defense Appropriations Committee Alex Karp (CEO) and Shyam Sankar (CTO) of Palantir have actively engaged with Congress to advocate for defense innovation. Sankar recently testified before the Senate Armed Services Committee, emphasizing the need for procurement reform and faster budget reallocation processes to maintain technological superiority over adversaries like China3. Palantir's close ties with Republican lawmakers, particularly those favoring modernization, position the company as a key partner in delivering AI-driven solutions for national security. Karp's rhetoric has also resonated with hawkish members of Congress. His framing of Palantir as a defender of "Western values" aligns with Trump's "America First" agenda, which prioritizes domestic innovation and reduced reliance on international coalitions2. These connections suggest that Palantir is well-positioned to benefit from the committee's decisions. 3. Relations Between Trump-Aligned Members and Palantir Executives Trump-aligned officials share ideological overlap with Karp and Sankar on issues like technological modernization and reducing bureaucratic inefficiencies in defense procurement. Palantir’s emphasis on AI-driven decision-making aligns with Trump's push for a more agile military capable of responding to emerging threats. Moreover, Trump's administration has historically favored private-public partnerships in defense, further strengthening Palantir's position as a preferred contractor29. 4. Trump's Influence on Defense Appropriations Trump's influence on the DAC is profound due to his consolidation of power within the GOP and his ability to appoint loyalists to key roles. His administration has prioritized increased defense spending while targeting diversity initiatives and other programs he views as distractions from military readiness6713. However, internal GOP divisions over fiscal policy could limit his ability to fully implement his agenda. Trump's recent firings of military leaders who supported diversity initiatives signal a shift toward a more ideologically aligned Pentagon leadership6710. This could lead to increased funding for projects like AI-driven systems and missile defense—areas where Palantir excels. 5. Recent Military Leadership Firings Trump's dismissal of Gen. CQ Brown (Chairman of the Joint Chiefs) and other top military leaders reflects his broader effort to reshape the Pentagon in line with his vision of "peace through strength." These firings are part of a campaign to eliminate what Trump perceives as "wokeism" in the military while prioritizing technological modernization6710. The nomination of Lt. Gen. Dan Caine—a figure with experience in special operations and classified programs—signals a focus on unconventional warfare capabilities, which could benefit companies like Palantir that specialize in cutting-edge technology6. Conclusion: Implications for Palantir (PLTR) Palantir is likely to benefit from the current political dynamics for several reasons: Alignment with Trump’s Agenda: Palantir’s focus on AI-driven solutions aligns with Trump's emphasis on technological modernization and efficiency in defense spending. Strong Congressional Ties: Karp and Sankar’s active engagement with lawmakers positions Palantir as a trusted partner in achieving national security objectives. Increased Defense Spending: The likelihood of higher defense budgets under Republican leadership provides a favorable environment for Palantir’s growth. Focus on Innovation: The removal of military leaders resistant to change could accelerate adoption of advanced technologies like those offered by Palantir. However, risks remain due to internal GOP divisions over fiscal policy and potential backlash against Trump’s controversial leadership style. On balance, these developments are likely favorable for PLTR in the short term, especially if Congress approves increased funding for AI-driven defense initiatives starting this fiscal year. Holding your shares appears prudent given these dynamics.
Yes! New DAC and sub being delivered tomorrow. We thumpin this weekend.
plenty of stocks have given me better gains YTD than your measly Sofi you've been DAC since 2022. No one is jealous of you.
Welp, ZIM, DAC, ESEA and SHIP calls it is.
Anyone who has ever driven one more than once. Don’t give a crap about Elon and would prefer he kept to businesses cause these cars are amazing. I sold my gas cars completely for Teslas that drive me around like a chauffeur and auto park and then I take it to the drag strip on the weekend and gap 95% of sports cars there. I’m up 40% DAC on the stock. What’s not to like?
Not to show off but my Sony has an microSD card slot and most importantly, a headphone jack with a great DAC/Amp !
Yeah it's insane how good it's gotten. I don't use my music players or PC anymore. A USB-C DAC, my HD800s, and i'm in heaven.
Occidental Petroleum’s DAC plant Stratus will completely run on solar and green energy provided by Net Power. Arguing that green energy is being wasted on DAC is stupid, because fossil fuels and green energy are not a 1 to 1 swap. It’s not like I can take the green energy used to power DAC and instead power and large transportation networks like aircrafts, ships, military vehicles, etc. It’s not greenwashing, it’s very real and is a necessary step. Planting more trees is not quick enough to reverse climate change. Just as we put the carbon dioxide in the air so quickly, we need to remove it just as quick. We can agree to disagree on net neutral barrel of oils, but we have to agree that that carbon dioxide needs to be removed quickly. As for sequestering decades of carbon dioxide in the ground, god knows what the consequences of that will lead too. But that’s another problem we can solve in the next century…
“Does carbon capture really work?” Yes, it does, but we would need about 2,000 DAC plants capable of sucking 1 million metric tons of carbon per year, running on green energy of course to actually meet preventing the world from rising by 1.5 degrees Celsius in the Paris agreement. *Why do OIL companies care about carbon capture?* Climate activists don’t understand how oil is recovered. When a new oil well begins operating, the amount of oil recovered falls off dramatically. Occidental Petroleum employs carbon dioxide enhanced oil recovery methods to increase oil recovery rate from 30% to 80% for a given well in the Permian basin. Carbon dioxide based enhanced oil recovery requires injecting carbon dioxide into the ground to make the oil stuck in very tiny cracks come out. It takes more carbon dioxide injected into the ground to get a barrel of oil than that barrel of oil would produced when burned. Basically a “net zero oil barrel”. This is why oil companies care so much about carbon capture, because it will allow them to continues drilling oil AT THE SAME RATE, for longer. *why does Occidental petroleum care* Occidental petroleum has a monopoly on carbon management. They use, transport, and sequester it for 50+ years. OxyChem also is the 2nd largest produce of potassium hydroxide. They got all the infrastructure to handle lots of carbon in the Permian basin. The carbon credit market is also projected to grow like crazy. Carbon itself is also very useful and can be sold. Not to mention OXY’s TerraLithium also has a patented lithium extraction approach that is significantly greener. TL;DR Carbon capture technology “works” and can be scaled up to counter climate change. People who say it would be a waste of “green energy” clearly don’t understand that fossil fuels and green power are not a 1 to 1 swap — I don’t see and green powered aircraft’s or ships yet. Occidental Petroleum will be that primary beneficiary of this transition. Other oil companies see it as a way to transition into carbon management as well, thus saving themselves. It is ironic that oil companies are beginning to fix the problem they are solving, but sayin oil companies shouldn’t be involved is just nonsensical rhetoric used to control sheep who can’t think for themselves.
The carbon neutral barrel is a bit gimmicky. It’s OXY being pedantic claiming, “since I put more carbon dioxide into the ground than this barrel of oil will produce, so that makes this barrel ‘net zero’”. But, it’s the carbon capture industry that could be a multi trillion industry. From selling carbon credits, to literally selling the carbon dioxide itself (carbon dioxide has many uses), too needing an absurd amount of DAC plants. OXY is in the position to monopolize this carbon management industry at an early stage. Warren Buffett loves risk free bets, and OXY is no different. Just like Buffett, we can clip coupons and wait to see if Vicki can make some magic happen
There are other forms of carbon capture and DAC is still in its infancy in comparison to other techniques available. I also read that CVX were looking at DAC previously. No, Oxy massively increasing its oil gas production short term will not crash the market. Good luck.
They’re using green energy (solar and NET Power) to run Stratos. There’s no thermodynamic limitations in that aspect. The main controversy is that OXY can basically double count their CDR as they sell credits and use the capture carbon in EOR… The investment thesis isn’t to boil down to a debate of climate change or green energy, it’s to point out the potential monopoly OXY will have in carbine management. And if they make DAC economically viable, there will need to be thousands of DAC plants, twice the size of Stratos, to actually make a difference in climate change. But the main reason this is so compelling, is you aren’t taking on excessive risk investing moonshots as OXY is very shareholder friendly already. This is why Warren Buffett is investing. He can clip coupons and there’s potential upside
As stated, Stratos will operate in the black. The pre-purchase agreements are at an unknown premium, due to confidentiality. However, Stratos is obviously not the solution to reverse climate change. You would need thousands of DAC plants twice the size of Stratos. However if OXY makes’s Stratos economically viable, they some for $200 per metric ton of CDR, then scaling thousands of DAC plants is possible. What does this scale imply? Lot’s and lot’s of revenue in carbon credit sales, OxyChem sales, and pro-longing the extremely profitable oil and gas business. Obviously they won’t increase oil production in the short term as that would crash oil prices, but it would help prolong that business assuming production levels are held more or less constant as OXY has stated
He needs to double down on the rest of the inheritance, this is the dead cat. DAC DAC.
I gave in and just DAC every 2 weeks now lol
I would make puts on oxy because of that. DAC is stupid as hell. I highly doubt that the process will work as intended. It takes one bad press to release the truth from that project: they burn cheap natural gas from texas and use it on direct air capture. So basically they are burning 1 ton of CO2 capturing 1.001 tons of co2 from the atmosphere in the most inefficient way.
I do long term if you factor in the DAC. This allows for them to double dip so to speak selling carbon credits for CO2 they are able to use to increase production of existing wells. So my evaluation is forward looking. There may be other companies that are further along in DAC that I am not aware of, but I believe they are furthest along to being economically viable. Also location in Wild West that is Texas I believe gives them less hurdles than they might otherwise face.
GSL DAC are both good choices
I'm just hoping for it to drag up semis and save these NVDL 4/29 calls and crap ass May AMD calls II DAC down all day yesterday
I mainly do spy 1dte try ride the wave. if I am wrong I will DAC untill it hits my stop lost nerve\~ because I find it's quite not possible to guess right the direction of spy 5 days in the future. is there any adivce you could give us to impove the direction guess part \~\~ thanks
$DAC.V / $TTMZF - Datable Technology Corp
TSXV:DAC could be a nice run.
The idea of postcombustion CO2 capture has been proposed for decades. This means burning a fossil fuel and removing the CO2 from the vent then burying the CO2 below the ground. However, this hasnt been implemented mainly because it is too damn expensive. The main problem is the energy consumption (2.8-3.6 GJ of energy per metric ton of CO2 captured). Now, going back to DAC, that shit spends 3-4 times the energy. My main concern with that technology is how stupid the basic concept is. It goes against energy effiency and process analysis that had been done over the years. On top of that it will allow corporations to share the price of capturing co2 with the population if the governments agree that DAC is a common benefit for the society
I work for an OG company. I agree. Direct Air Capture is the most stupid thing that has ever been proposed in terms of a green future. It is a waste of energy and detriments all efforts regarding CO2 capture. The sad thing is that a lot of universities/researchers pump that stupid tech up just to get more funding. However, CEOs are stupid and DAC can rally for a while
Carbon capture doesn't work*now*. With the abundance of renewable projects as well as general increases in efficiency, we will have extreme bottlenecks of power in certain areas and nothing to do with it. Those are the perfect use cases for DAC and desalinization plants to run on the excess
damn 3M getting destroyed my poor bags should I DAC?
You are right, but be careful here. If J is pushing something in public, it usually means that he is playing with options and needs to push his narrative. He did the same with DAC and GSL. I think he lost millions because the stock price wasn't moving, so he wrote public articles about the best opportunity he saw in his whole career. He also tweeted about it a lot to pump the stocks. That said he's definitely one of the sharpest minds in the shipping investment scene.
I see your recentmost post was in a sub about a spoetsball team from Detroit. As a hedge fund man you obviously have the money to visit the DAC. From personal experience (which admittedly was many years ago, things may have changed) I can tell you that their rooftop has a good view of the stadium. You might say "That's where the *Tigers* play, I posted about the *Lions*.", to which I respond "Shut up, Wesley.", this is my story.
Did you even read the comment i wrote? You're talking about different things in every aspect I talked about a PC, not a laptop, i tried daily driving a laptop all by itself in the past, it was a pain (mainly constantly connecting/disconnecting the charger, acessories, screens, DAC etc...), so absolutely never gonna do that again, PC and laptop combo it is and second i never said anything about the 5600G being equal in processing power to the mac, i exclusively talked about day-to-day usage and suggested how you could modify it for some premiere-work
I owned DAC for a while and sold. Stock has spike over the last month.
Sea Container Shipping gonna go up kid. Me likey Diana Shipping, because it's the perfect sleeper, nice float, and they are making money, and will likely benefit from this frenzy to get more ships, to make up for longer times and routes round the CONTINENT OF AFRICA.. as per sea shipping containers sea shippers. DSX to me is the perfect loading price. Extremely low float, Cash flow positive, I like their 52wk lows and highs relative to current events. This is some stats I gathered. More below. Shipping will be on everybody's mind for the foreseeable future. Demand won't be as nuts as Pandemic, but it will increase and prices will go up for sea cargo shipping. NOTHING can replace Sea Cargo Container Shipping Vessels. Value in sea cargo shipping will increase. Longer waits due to longer routes around the CONTINENT OF AFRICA, vs the Red Sea Short Cut, will increase backlogs, which will increase prices. Any shipping company with ships, will benefit from this. I'll talk about ZIM because it kinda has Gamestop meme status, for shipping, so it's the better known Sea Cargo Shipping Ticker, as a relative comparison, to DSX: $ZIM Sea Container Shipping was highly shorted before this Houthis situation, because they are cash flow NEGATIVE. Out of the 139 ships they 'have' they only really own 8, the rest they rent out. Low Share count, of 120 million shares. True. But they are cash flow negative, take a gander at their last earnings, qtrs. All complete and utter diarrhea. And they are Israeli owned, so Houthi's will have double incentive to eff with these ships. ( Interesting to note, ZIM because they are Israeli, can have better access politically for Intel, and Israeli protection, but not much else at their advantage.. their financials are shit right now....) 52wk low was 6.39 and 52wk high was 25.12, PE is -0.6907 = ZIM: [https://www.zim.com/](https://www.zim.com/) VS $DSX Sea Container Shipping. Cash FLOW POSITIVE. They've missed estimates, not by much, their last few qtrs, BUT THEY ARE CASH FLOW \*\*POSITIVE\*\*. They OWN 40 ships. They are NOT chartered like ZIM. Now get this: 52wk low? 2.81 52wk high? 4.85 : Current price? as of writing this comment: 3.07 Share count? 113 million, 7 million LESS than Diarrhea $ZIM. PE is 4.95 ( no negative sign in front of it. DSX: [https://www.dianashippinginc.com/](https://www.dianashippinginc.com/) I KNOW there are more kick ass shipping tickers out there, like DAC(DAC is already at it's 52week high though, UNLIKE DSX) but I like this sleeper. Note their earnings beat, then a slight miss and then slight comeback, they report Feb 14th according to Earnings Whisper-I'm seeing them hitting it out of the ballpark Feb 14th I have : March 15th PT 3, I bought in the money 18 contracts and I also bought same expiration 50 contracts PT 4. So have like 70 calls in total here. Not millionaire stuff but it's a decent trade. All Sea Cargo Shipping Containers will benefit from this situation. Israel just gave the Houthis and Iran the Bird. Expect more GI JOE and COBRA action here, and shipping to keep climbing..... GI JOE attacked COBRA = [https://www.reuters.com/world/middle-east/iran-media-report-explosion-near-guards-commander-soleimanis-tomb-anniversary-2024-01-03/](https://www.reuters.com/world/middle-east/iran-media-report-explosion-near-guards-commander-soleimanis-tomb-anniversary-2024-01-03/) COBRA'S Latest digs into GI JOE = [https://www.youtube.com/watch?v=HU2cR9w0yVQ](https://www.youtube.com/watch?v=HU2cR9w0yVQ) COBRA sends Warship after GI JOE sinks one of COBRA'S Ships = [https://www.bloomberg.com/news/articles/2024-01-01/iran-dispatches-warship-to-red-sea-after-us-sinks-houthi-boats](https://www.bloomberg.com/news/articles/2024-01-01/iran-dispatches-warship-to-red-sea-after-us-sinks-houthi-boats) ​ https://preview.redd.it/05z8wnuvuaac1.png?width=2727&format=png&auto=webp&s=e93d930dfaa20db496b537e774c7b3373cd91ef4
DAC very undervalued with dividend yield of greater than 4%.
Have you seen the work SDIG does?? Theyre literally an environmental remediation company thats got some really cool DAC (direct air capture) tech that theyre installing. Not only do they clean up the mess from waste coal but are carbon NEGATIVE.
Indirect at I thought was DAC but they sold off there shares in 2022. But idk any other stock in this area w/ 25% Si 🙂
Thanks for pointing out LMFA. I'll have to check em out. I would argue SDIG is also very very undervalued. Around 50 mil mcap and they own their power assets (fluidized bed reactors for environmental remediation of coal waste in Pennsylvania) with a 4 EH hashrate and mine 180-200 btc per month. They're actually carbon negative and have some very interesting DAC (direct air capture of CO2) tech theyre scaling up. Once installed it'll be among the largest direct air capture facilities on the continent. They estimate the DAC will generate 1-2 million USD in monthly carbon credits once up and running. Also patented tech. They have 1/6 maras current hash rate but are 1/100 the mcap!!! Theyre current enterprise value is about 110 mil but mcap is half that (according to yahoo finance).
Shipping disruptions are never good news, but opportunities sometimes arise from uncertainty. I'll be watching the rates on DAC and other container shippers closely to see if the Red Sea closure causes any spikes.
Check shipping stocks. About to take dump of a century ESEA, MATX, DAC
My DAC sounds much better when plugged to my laptop compared to my smartphone for some reason.
I don't think DAC fuels will be cost competitive with electric semis. I also don't know why the government would subsidize turning CO2 into fuel that is immediately turned back into CO2 - nothing about that is sequestration. Waste and fraud are two of the govs core principles though.
This is not an oil play. It’s Diesel, which I expect to bifurcate from gasoline prices. I am putting OXY at supplying 30% of US diesel. This is based on the production capacity of efuel for the 50 planned US based DAC projects.
Bear case: owning oil in the ground is worthless if it stays in the ground, or if you can’t sell it at a high price compared to your costs. At the rate major societal uses of petroleum are transitioning away, future global oil needs could probably be entirely provided by Aramco alone. They are nice so they’ll share the market, but that’s what higher cost oil producers are hoping for: to be allowed some of the shrinking market through Saudi beneficence. DAC and e-fuels may well be a bit of a thing, yes, and are absolutely deserving of government subsidy. But the market, if it develops, won’t be owned by any one company. There’s no guarantee that the first to market gets rewarded; quite often the reverse is true.
>Using chatgpt, assuming an equal distribution of oil in the Permian Basin Oil is not evenly distributed at all. There is good acreage and bad acreage. >the values of their holdings is over 250 billion dollars. The value of the acreage or the value of the oil? Because the value of the oil isn't totally relevant - there's cost to get it out of the ground. >After it’s passage, OXY immediately began construction of the worlds largest DAC project. Capable of sequestering one million tons per year. Which still has costs to run. DAC is generally not profitable today. >This is why Berkshire has taken such large positions in OXY and Pilot. No, Berkshire took out a large position in Oxy because they got favorable terms on preferred stock and warrants when Oxy bought Anadarko. And PFJ is a cash cow. >truck will stay diesel, but it will be produced from the air, not pulled from the ground. The timeline for diesel being more cost effective to pull directly from air is insanely long. >OXY will have a trillion dollar market cap 20x it’s current value. You've provided 0 analysis for why 20x, why $1 T. You've basically said "this is what they're doing it'll make them worth x value". Do more and better research before investing.
OXY is my largest holding ok so right off the bat youre going to be biased as fuck, based. Using chatgpt, you cant use chatgpt alone to verify important details of your thesis. chatgpt regularly just makes shit up. assuming an equal distribution of oil in the Permian Basin why would i assume this? im not a geologist and i'm guessing you arent either, why are we making geological assumptions about things we have no expertise in? But the planned DAC facilities are not for sequestration in the long run. Rather, and this is my theory, they are using gov funds to subsidize the build out of Global e-fuel production network. so its just a big conspiracy theory you cooked up in your brain based entirely on circumstantial evidence and this is your largest holding? based entirely off your dumb fuck speculations? yikes... i wanted this to be real DD bc i'm interested in OXY and i think energy is going to be a big problem over the next couple of years if not decade, but this is ass.
DAC is at best a potential catalyst for a rerate, at worst a huge money sink. Also: No OXY will not 20x from todays prices, if you think so you clearly do not understand the energy industry.
You can definitely still use them, just the security and os updates stop rather early on those devices, I too also have my old LG V35 ThinQ and use it for it's built in DAC.
> That is unless Apple deliberately messes it up to upsell their own devices which I wouldn't put past them. I also have a bluetooth receiver that I use for car audio/wired headphones/as a USB DAC. Works just like AirPods Max with a few subtle exceptions. The real reason for AirPods Max is the pseudo surround sound. It's not a 7.3 system, but it's damn close to a 5.1 experience.
Guys I know this isn’t r/etf but should I do SCHG+SCHG instead of VOO+SCHD? I’m 19 btw and this will go into my taxable DAC’ing everyday into it.
90% of the DAC are outside of the US/Canada. Facebook.com is the 3rd most visited site in the world behind google and youtube.
I bought some DAC. Would you guys hold onto this or sell? They are basically debt free now and have income contracts locked in so I thought it would be going up instead of falling. I'm trying to figure out if it's just post-dividend dip or something else I haven't thought of
What do people think about shipping stocks like ZIM, DAC, GSL?
Anyone else getting in on the DAC dip?
I was gonna buy some DAC cuz it just dropped
Value or growth perspective. Which would y'all pick, or both? Danaos Corporation (DAC) or Global Ship Lease (GSL)?
Depends how you feel about each ticker's current acreage position and near term capex plans [Devon](https://imgur.com/a/rF0FHNt) - 100% L48 onshore, concentrated in the Permian [Oxy](https://imgur.com/a/WaT9eS5) - Active across L48, both onshore and in the GoM + their International Ops + their midstream assets + OxyChem + their CCUS / DAC business [Marathon](https://imgur.com/a/BgpqeLa) - Asset footprint seems very similar to Devon. Would have had a more Oxy-ish, diversified energy business had MPLX and / or MPC not been spun off as separate public entities, although I'm pretty sure MRO still holds a controlling % of MPLX units
I’m an audio guy too. I just haven’t noticed the lossy vs loss less but it could be that I’m not listening close enough. I only have modest headphonesHE400se with a sabre DAC chip and headphone amp w/ brown op-amps. I know what you’re talking about with space, a good DAC definitely brings that to the table. It could be that the music or my music listening style just doesn’t benefit from those extra bits of data.
Lossy compression is pretty good, to the point where I won't even necessarily notice unless I see and switch to lossless and then the proper space around instruments exists again. For certain types of music you won't notice at all. But that's the main difference, the sense of space, or it will sound a bit "flat." The "space" and "texture" and all those little details is the entire point of me having high end equipment. I care about lossless and high res (with the type of DAC I have, there is real benefit from high res content), but most people definitely don't and that's fine. But hey, this is reddit and everyone has their own opinion that they think is absolute fact and everyone else is wrong... it's honestly pretty tiring. This discussion has actually been pretty decent, other than the aIr POds MaX guy. I'm always happy to plunk someone down in front of my system if they've never had a "proper audiophile" experience.
> Long term does anyone have thoughts on PENN The only gambling-related name I'd feel comfortable with long-term is CHDN. "DAC" Not familiar but not interested in containership cos. They occasionally have significant runs (2006-2007, 2020-2021) but also significant declines and/or long periods of not much.
Long term does anyone have thoughts on PENN and/or DAC?
yea, man. I was reminded of this threat when I read that. In the ship lessor segment im currently more confident in SFL management than DAC management. Even if SFL has red flags too.